Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 2.64% |
$278K - $327K
|
55.8K
$13.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.66K- 16.6% |
$305K - $359K
|
8.34K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.66K- 2.68% |
$305K - $359K
|
60.2K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 4.77% |
$326K - $384K
|
35.4K
$8.43M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.78K- 1.77% |
$327K - $385K
|
98.8K
$23.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.01K- 22.38% |
$369K - $434K
|
6.97K
$1.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.17K- 13.42% |
$398K - $469K
|
14K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.35K- 1.65% |
$431K - $508K
|
140K
$33.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.36K- 17.84% |
$432K - $509K
|
10.9K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.57K- 7.6% |
$471K - $554K
|
31.2K
$7.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 45.53% |
$492K - $579K
|
3.21K
$763K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.9K- 46.44% |
$533K - $627K
|
3.35K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.11K- 39.86% |
$570K - $671K
|
4.69K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.18K- 30.33% |
$584K - $688K
|
7.31K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.38K- 31.76% |
$620K - $730K
|
7.25K
$1.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.53K- 7.59% |
$647K - $762K
|
42.9K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.65K- 9.52% |
$669K - $788K
|
34.6K
$8.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.98K- 46.34% |
$731K - $860K
|
4.61K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.21K- 11.61% |
$772K - $910K
|
32K
$7.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 31.22% |
$846K - $997K
|
10.2K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.95K- 10.1% |
$908K - $1.07M
|
44K
$10.5M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.03K- 4.53% |
$922K - $1.09M
|
106K
$25.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 2.09% |
$1.06M - $1.25M
|
271K
$64.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 8.08% |
$1.11M - $1.31M
|
69K
$16.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.14K- 71.04% |
$1.13M - $1.33M
|
2.5K
$595K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.76K- 84.39% |
$1.24M - $1.46M
|
1.25K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.51K- 22.59% |
$1.38M - $1.62M
|
25.7K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.67K- 14.99% |
$1.41M - $1.66M
|
43.5K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.99K- 41.95% |
$1.47M - $1.73M
|
11.1K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.73K- 60.06% |
$1.6M - $1.89M
|
5.81K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.1K- 7.3% |
$1.67M - $1.97M
|
115K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.5K- 65.19% |
$1.93M - $2.27M
|
5.62K
$1.34M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.6K- 73.45% |
$2.13M - $2.51M
|
4.2K
$998K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 27.87% |
$2.27M - $2.68M
|
32K
$7.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12.5K- 33.7% |
$2.3M - $2.7M
|
24.6K
$5.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13.7K- 2.97% |
$2.51M - $2.96M
|
447K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.1K- 39.57% |
$2.58M - $3.04M
|
21.5K
$5.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15.2K- 57.42% |
$2.78M - $3.28M
|
11.2K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.7K- 72.04% |
$3.06M - $3.6M
|
6.47K
$1.54M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-16.8K- 43.14% |
$3.08M - $3.63M
|
22.1K
$5.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.2K- 37.39% |
$3.34M - $3.94M
|
30.5K
$7.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-25.4K- 7.89% |
$4.65M - $5.48M
|
296K
$70.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 1.67% |
$5.3M - $6.25M
|
1.7M
$405M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.3K- 39.13% |
$5.37M - $6.33M
|
45.5K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-31.5K- 50.94% |
$5.78M - $6.81M
|
30.3K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-44.1K- 4.86% |
$8.1M - $9.54M
|
864K
$206M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-52.5K- 47.1% |
$9.63M - $11.3M
|
59K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-61.2K- 91.0% |
$11.2M - $13.2M
|
6.05K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64.2K- 35.95% |
$11.8M - $13.9M
|
114K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-70.7K- 65.28% |
$13M - $15.3M
|
37.6K
$8.95M
|